John Hancock Hedged Equity & Income Fund (NYSE: HEQ) is a closed-end investment fund that seeks to provide investors with current income and long-term capital appreciation. Managed by John Hancock Investment Management, a division of Manulife Financial Corporation, HEQ employs a multi-asset approach designed to balance equity growth with income generation. The fund primarily invests in a diversified portfolio of U.S. equities, fixed-income securities and derivative instruments, aiming to achieve a blend of market participation and downside protection.
In pursuit of its objectives, the fund allocates a substantial portion of its assets to dividend-paying and high-quality common stocks, supplemented by corporate bonds and preferred securities for income. To enhance yield and manage volatility, HEQ utilizes covered call writing and other equity option strategies, allowing it to generate option premiums while hedging against potential market declines. This disciplined approach is supported by rigorous fundamental research and risk management methodologies.
Launched as part of the broader John Hancock Funds family, HEQ has a history of navigating varying market cycles through its flexible investment mandate. The fund is overseen by a board of trustees and managed by a seasoned team within John Hancock’s Multi-Asset Solutions group, which draws upon the firm’s global research platform and proprietary risk analytics. This collaborative structure ensures that portfolio decisions reflect both macroeconomic insights and company-specific fundamentals.
While HEQ’s primary focus remains on U.S. markets, the portfolio management team maintains the ability to invest in foreign securities and currencies when they offer attractive risk-adjusted opportunities. With its combination of equity exposure, fixed income holdings and options overlays, John Hancock Hedged Equity & Income Fund provides investors seeking a diversified, income-oriented solution with a professionally managed vehicle aimed at delivering consistent returns over the long term.
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